See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,279 | $150,440-67.9% | $136,294-64.6% | $147,584-67.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.12% | 1049.08%-1031.0pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,632 | $5,256-69.0% | $4,695-65.2% | $4,876-66.5% |
| Participant deferral / active EE | $1,605 | $6,630-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $276 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |